Bridgewealth Advisory Group, LLC

Roger Byrd is a financial advisor at Bridgewealth Advisory Group, LLC in Fresno, CA, with 38 years of industry experience. He holds a Series 63 designation and has worked at Cetera Advisor Networks LLC for 15 years before joining Bridgewealth in 2024. Outside of his advisory role, he serves as a trustee for a family trust. Bridgewealth Advisory Group serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm provides comprehensive portfolio management through a firm-sponsored wrap fee program and offers standalone financial planning and retirement plan consulting, with an investment approach tailored to client objectives and risk tolerance using fundamental analysis and a mix of traditional and alternative investment vehicles.

Joshua Carpenter is a financial advisor at Bridgewealth Advisory Group, LLC, holding a Series 66 designation with 26 years of industry experience. He has worked at Bridgewealth Advisory Group since 2018 and has also been involved with A & J Industrial and APW Capital, Inc. outside of his advisory role. Bridgewealth Advisory Group provides investment advisory and planning services to individuals, families, trusts, estates, retirement plans, and small businesses. The firm manages approximately $868.9 million in assets under management, offering portfolio management through a wrap fee program along with standalone financial planning and retirement plan consulting.

Derek Elrod is a CFP® professional with 21 years of experience in the financial services industry. He is a partner at Bridgewealth Advisory Group, LLC, where he has worked since 2018, and has prior experience at APW Capital, Inc. and RB Capital Management, LLC. Outside of his advisory role, Elrod is involved in agricultural ventures as a partner in Elrod Farming. Bridgewealth Advisory Group serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses, offering comprehensive portfolio management through a firm-sponsored wrap fee program along with standalone financial planning and retirement plan consulting. The firm emphasizes fiduciary investment advice tailored to client objectives, utilizing a mix of ETFs, mutual funds, stocks, bonds, and, for suitable clients, alternative investments.

Kevin Hook is a CFP® and holds a Series 66 license with 24 years of industry experience. He is a partner at Bridgewealth Advisory Group, LLC, where he has worked since 2018. Prior to that, he was with RB Capital Management, LLC from 2005 to 2018 and has also been affiliated with APW Capital, Inc. since 2011. Outside of his advisory work, he is an independent life insurance broker. Bridgewealth Advisory Group, LLC serves individuals, families, trusts, estates, retirement plans, and small businesses, managing approximately $868.9 million in assets. The firm acts as a fiduciary and uses a wrap fee program to deliver portfolio management along with standalone financial planning and retirement plan consulting tailored to client objectives and risk tolerances.

Anna Wilkin is a financial advisor with Bridgewealth Advisory Group, LLC in Fresno, CA, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at APW Inc, Bank of America N.A., Merrill, SCF Securities, Inc., and TD Ameritrade. Bridgewealth Advisory Group serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses, providing comprehensive portfolio management through a firm-sponsored wrap fee program along with standalone financial planning and retirement plan consulting. The firm tailors investment advice to clients’ objectives and risk profiles, utilizing a mix of ETFs, mutual funds, stocks, bonds, and, when appropriate, less-liquid alternative investments.